AXA WF Sustainable Equity QI I EUR H/ LU0943665421 /
| NAV22.08.2024 | Diff.-1.0200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 197.1000EUR | -0.51% | thesaurierend | Aktien weltweit | AXA Fds. Management ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | 1.43 | 2.89 | -0.26 | 1.72 | 0.21 | 2.05 | 1.39 | 2.26 | 0.43 | - |
| 2018 | 3.97 | -4.30 | -1.76 | 0.62 | 0.05 | 0.17 | 2.94 | 1.29 | 0.74 | -6.22 | 2.58 | -7.38 | -7.75% |
| 2019 | 6.11 | 3.45 | 1.65 | 2.47 | -3.34 | 5.59 | 0.33 | -0.70 | 1.57 | 1.03 | 1.67 | 2.03 | +23.78% |
| 2020 | 0.09 | -8.29 | -12.55 | 8.56 | 4.74 | 1.68 | 4.47 | 5.18 | -2.33 | -3.28 | 9.70 | 3.07 | +8.91% |
| 2021 | -2.12 | 1.87 | 4.22 | 4.23 | 1.53 | 1.09 | 3.07 | 2.55 | -4.85 | 5.71 | -2.08 | 5.86 | +22.52% |
| 2022 | -5.36 | -3.55 | 2.51 | -6.56 | -0.86 | -6.79 | 6.39 | -4.32 | -8.79 | 6.99 | 6.40 | -4.29 | -18.27% |
| 2023 | 4.58 | -2.95 | 2.44 | 2.27 | -2.79 | 5.48 | 1.92 | -2.46 | -4.07 | -2.19 | 8.04 | 4.25 | +14.54% |
| 2024 | 1.18 | 3.10 | 2.23 | -4.17 | 3.84 | 2.04 | 2.43 | 1.62 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.45% | 9.91% | 9.77% | 13.67% | 16.74% |
| Sharpe Ratio | 1.81 | 1.33 | 1.86 | -0.01 | 0.30 |
| Bester Monat | +4.25% | +3.84% | +8.04% | +8.04% | +9.70% |
| Schlechtester Monat | -4.17% | -4.17% | -4.17% | -8.79% | -12.55% |
| Maximaler Verlust | -5.43% | -5.43% | -7.97% | -25.69% | -33.49% |
| Outperformance | -2.27% | - | -1.47% | +3.34% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AXA WF Sustainable Equity QI I C... | thesaurierend | 141.9600 | +20.24% | - | |
| AXA WF Sustainable Equity QI I (... | thesaurierend | 210.6200 | +18.91% | - | |
| AXA WF Sustainable Equity QI BX ... | thesaurierend | 121.6500 | +19.70% | - | |
| AXA WF Sustainable Equity QI BX ... | ausschüttend | 121.2500 | +19.32% | - | |
| AXA WF Sustainable Equity QI I E... | thesaurierend | 345.5100 | +21.22% | +25.94% | |
| AXA WF Sustainable Equity QI I E... | thesaurierend | 197.1000 | +21.73% | +10.69% | |
| AXA WF Sustainable Equity QI F E... | thesaurierend | 208.2300 | +21.03% | +25.36% | |
| AXA WF Sustainable Equity QI I E... | ausschüttend | 154.9600 | +21.22% | +25.94% | |
| AXA WF Sustainable Equity QI F E... | thesaurierend | 175.0500 | +21.50% | +10.17% | |
| AXA WF Sustainable Equity QI F U... | thesaurierend | 199.3200 | +23.98% | - | |
| AXA WF Sustainable Equity QI M E... | thesaurierend | 153.7300 | +21.44% | +26.65% | |
| AXA WF Sustainable Equity QI I C... | thesaurierend | 290.0800 | +24.18% | - | |
| AXA WF Sustainable Equity QI I C... | thesaurierend | 303.7700 | +20.67% | - | |
| AXA WF Sustainable Equity QI I D... | ausschüttend | 188.0300 | +20.67% | - | |
| AXA WF Sustainable Equity QI I (... | thesaurierend | 211.0500 | +23.21% | - | |
| AXA WF Sustainable Equity QI A E... | thesaurierend | 205.5100 | +20.80% | +24.62% | |
| AXA WF Sustainable Equity QI A E... | ausschüttend | 192.3700 | +20.80% | +24.62% | |
| AXA WF Sustainable Equity QI A U... | thesaurierend | 129.2800 | +23.91% | - | |
| AXA WF Sustainable Equity QI A E... | thesaurierend | 158.7100 | +21.31% | +9.54% |
Performance
| lfd. Jahr | +12.71% | ||
|---|---|---|---|
| 6 Monate | +8.01% | ||
| 1 Jahr | +21.73% | ||
| 3 Jahre | +10.69% | ||
| 5 Jahre | +50.83% | ||
| 10 Jahre | - | ||
| seit Beginn | +81.31% | ||
| Jahr | |||
| 2023 | +14.54% | ||
| 2022 | -18.27% | ||
| 2021 | +22.52% | ||
| 2020 | +8.91% | ||
| 2019 | +23.78% | ||
| 2018 | -7.75% | ||
